uncorrelated Beverly Hills

May 5-7, 2025

AGENDA

May 5th - mONDAY - OPENING cOCKTAILS

Secret Location (shhhh….)

May 6th - tUESDAY - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:20 AM - CONVICTION OVER CONSENSUS: REIMAGINING VENTURE CAPITAL

Venture capital is at an inflection point. Capital is tighter, founder priorities are evolving, and the industry’s leadership is diversifying. As more women take the lead in shaping investment strategies and building firms, venture is being reimagined with fresh perspectives. This panel will dive into emerging trends in seed-to-growth funding, sector-specific approaches, and how today’s VCs are building smarter, more resilient portfolios in a market that demands both precision and conviction.

  • Moderator: Evan Boswell Hamilton, Founder and Managing Partner, Lilac Capital Group

  • Panelist: Jennifer Byrne, General Partner, Grit Capital Partners

  • Panelist: Sara Ledterman, Managing Partner, 3+ Ventures

  • Panelist: Cecilia Sanchez, Senior Associate, L'ATTITUDE Ventures

10:15 AM - PRIVATE CREDIT 2.0: YIELD, STRUCTURE, AND SCALE IN A NEW ERA

Private credit is booming as institutional capital hunts for yield outside traditional banking. This panel explores how fund managers are structuring private credit deals, where capital is flowing, and what risks and returns look like in today’s high-rate environment. Learn how private credit is reshaping mid-market finance—and what’s next for this rapidly growing asset class.

  • Moderator: David Goldstein, Director, Product - Fund Services, STP Investment Services

  • Panelist: Alan Rios, Chief Investment Officer, Stratus Financial

  • Panelist: J. Rudy Freeman, Managing Director, Corbel Capital Partners

11:05 AM - INVESTOR LED ROUND TABLE

11:55 AM - A SPECIAL UNCORRELATED FIRESIDE CHAT

Markets today are facing a rare convergence of volatility, rising tariffs, and shifting global dynamics. In this special fireside chat, Kevin Shea applies a quantitative lens to the current environment, drawing on long-term data and recent market history to frame what past periods of disruption reveal about resilience, diversification, and opportunity. Blending evidence-based analysis with qualitative insights, Kevin will explore how alternative strategies are evolving—and how investors can navigate uncertainty with greater precision and perspective.

  • Moderator: Greg Poapst, Managing Partner, Fundviews Capital

  • Speaker: Kevin Shea, CEO & Portfolio Manager, Disciplined Alpha

12:50 PM - LUNCH KEYNOTE

1:50 PM - FROM FALLOUT TO OPPORTUNITY: IS CRE LEADING THE RECOVERY?

Just a couple years ago, commercial real estate was seen as the weak link—but signs now suggest it may have bottomed ahead of other asset classes. As distress begins to creep into other corners of alternatives, CRE could become the next contrarian play. This panel discusses how smart capital is leaning into recovery, repriced assets, and repositioning strategies across sectors.

2:45 PM - BEHIND THE CURTAIN: INVESTING IN ENTERTAINMENT, MEDIA & IP

Streaming wars, franchise IP, film tax credits, and digital content deals—entertainment has become one of the most dynamic (and misunderstood) verticals in alternative investing. In this panel, we’ll explore how savvy investors are backing film slates, acquiring royalty streams, financing content libraries, and tapping into structured deals across media, music, and production. From debt-based financing models to equity in emerging studios, panelists will break down how capital is being deployed—and where it’s earning serious returns. Whether you're in it for cash flow, cultural relevance, or long-term IP value, this is your front-row seat to the business behind the magic.

  • Moderator: David Bloom, Co-Founder, Next TMT

  • Panelist: E.J. Kavounas, Founder, Copilot Entertainment

  • Panelist: Mark Dayoub, Founding Partner, Pathbender Media Holdings

3:35 PM - NETWORKING BREAK

3:50 PM - HOW FAMILY OFFICES ARE NAVIGATING MACRO SHOCKS

From interest rate volatility and inflation to geopolitical instability and shifting tax regimes, macro shocks are testing the resilience of family offices like never before. This panel explores how leading family offices are responding in real time—adjusting asset allocations, rethinking risk management, and identifying opportunities amid global uncertainty. Panelists will share strategies for liquidity planning, diversifying across asset classes and jurisdictions, and balancing long-term objectives with short-term market realities. Whether the shock comes from policy, markets, or politics, this session offers a candid look at how family capital is staying agile in a rapidly evolving world.

4:45 PM - THE NEW FRONTIER: INVESTING IN SPORTS AND ITS ECOSYSTEM

Sports is no longer just entertainment—it’s a serious investment category attracting institutional capital, private equity, and family offices alike. From team ownership and stadium real estate to media rights, athlete-backed funds, and emerging platforms in fan engagement, the business of sports is booming. This panel brings together insiders and capital allocators deploying into the space to unpack what’s investable, what’s overhyped, and where the next wave of growth is coming from. Whether you're looking at major league equity, global franchises, or niche assets like collectibles and esports, this session breaks down the deals driving returns in a rapidly evolving asset class.

7:00 PM - THE BIG PARTY!

TELEVISION CITY STUDIOS Stage 46 - (CBS Studios)

mAY 7th - Wednesday - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - BEHIND THE RETURNS: OPERATIONAL ALPHA IN ALTERNATIVES

Strong operations drive strong outcomes. This session puts the spotlight on the infrastructure that powers great investing—from fund admin and compliance to tech, cybersecurity, and investor reporting. Learn how top managers create operational leverage and scale with confidence.

9:55 AM - THE AI EDGE: HOW TECHNOLOGY IS RESHAPING ALTERNATIVE INVESTING

Artificial intelligence isn’t just a sector—it’s transforming how fund managers & family offices source deals, underwrite risk, and allocate capital. This panel explores how AI is being integrated into operations, investment theses, and LP communications across the alternatives and family office spectrum.

10:45 AM - INVESTOR LED ROUND TABLE

11:35 AM - HIDDEN RISKS, HARD TRUTHS: PORTFOLIO AGILITY AND RESILIENCE IN AN UNCERTAIN WORLD

What if the real danger to portfolios is hiding in plain sight? What are investors missing? This panel explores shifting allocation strategies, overlooked risks, and how to build agility and resilience in a market defined by blind spots, high correlations, and global shocks. When the old playbook breaks, how do you manage risk?

12:30 PM - LUNCH KEYNOTE

1:30 PM - BEYOND BITCOIN & CRYPTO TOKENS: THE NEW FRONTIER OF WEB3 INVESTING - FIRESIDE CHAT

When most people hear “crypto investing,” they still think about trading tokens or betting on Bitcoin prices. But the real story — the institutional story — is much bigger than that. Today, we’re talking about the infrastructure behind Web3: mining companies locking in 10-year energy advantages, public companies using crypto treasuries to supercharge valuations, and a new wave of diversified rollup strategies building the backbone of decentralized finance. It’s not about buying tokens anymore. It’s about owning the digital economy as it scales into the mainstream.

  • Speaker: Ron Levy, CEO, The Crypto Company

  • Speaker: Rafe Furst, Co-Founder & Head of Strategy, The Crypto Company

2:25 PM - SMALL MARKETS, BIG GAINS: THE POWER OF NICHE INVESTING

From litigation finance to collectibles, royalties, and esoteric credit, niche strategies offer uncorrelated return streams in a world awash with beta. Learn how managers are sourcing, diligencing, and scaling non-traditional strategies that punch above their weight.

3:15 PM - NETWORKING BREAK

3:30 PM - CROSS-BORDER CAPITAL: INVESTING IN THE CARIBBEAN AND LATAM

Investors are increasingly eyeing the Caribbean and Latin America for yield, diversification, and long-term growth. This session explores regional opportunities in private credit, infrastructure, and real estate, along with regulatory and currency considerations that come with investing across borders.

4:25 PM - HIGH MARGINS, HIGH RISK: INVESTING IN VICE INDUSTRIES

Alcohol and cannabis continue to attract capital—despite regulatory hurdles and shifting public sentiment. This panel explores how investors are underwriting growth, managing reputational risk, and capitalizing on two of the most resilient (and controversial) consumer sectors. (Drinks will be served during the panel session)

  • Moderator: Nathan Whigham, Founder and President, EN Capital

  • Panelist: Nick Papanicolaou, CEO, No Sleep Beverage

  • Panelist: Allison Luvera, CEO, Juliet Wine

  • Panelist: Arun Kurichety, Co-Founder, Chairman of Board & COO, Petalfast / General Counsel, Kurichety Law PC

  • Panelist: Ryan La Valle, VP of Compliance & Finance ASM Capital

5:15 PM - CLOSING REMARKS

5:30 PM - CLOSING COCKTAILS

Sponsors

CO-HOSTS

Featured
EFSI
Inti Advisors

DIAMOND

Featured
EN Capital
Hill Street Realty

PLATINUM

GOLD

MEDIA, NON-PROFIT & ASSOCIATION PARTNERS